Contact clients directly immediately after the sale to welcome them and begin follow-up for the migration process;
Act as the frontline for starting migrations, recording and routing complaints, and coordinating with clients in complex cases;
Make calls to explain the process, resolve support questions, respond to emails, and ensure clarity in communications;
Proactively follow up with clients to request pending information essential for migration (e.g., sending backups, registering professionals, validation responses);
Receive and handle requests from the Sales, Support, or Customer Success (CS) teams related to migration status;
Actively research how to request backups from competing systems to guide clients and, subsequently, perform these requests independently;
Collect received backups and maintain strict organization of our migrations drive;
Perform basic data imports or imports that already have a fully established process;
Assist with migration tests to pre-validate data before final delivery to the client;
Continuously update the migration status control spreadsheet, ensuring the entire team has visibility into the progress of each clinic.

Proven prior experience in Customer Service (internal or external), preferably handling issue resolution;
Intermediate proficiency with spreadsheets (Excel / Google Sheets) for tracking and basic formatting;
Analytical ability and excellent personal organization (time and priority management);
Strong results orientation with a focus on customer experience and satisfaction.
Preferred/Plus:
Previous customer service or support experience at SaaS companies;
Familiarity with support tools such as WhatsApp Web/Business, Zendesk, Intercom, or similar platforms.

Support Assistant – Data Migration

Key skills